P-EDMS User Guides

Contents
(A)

Email Notification ........................................................................................................................................3

A.1) Configure to Use Link from Email to P-EDMS Document...............................................................................3

A.2) Open the Document through an Email Notification (After the Configuration). ..............................................6
(B)

Options for signing in to P-EDMS .................................................................................................................7

(C)

To-Do-List ....................................................................................................................................................7

(D)

Reviewing & Markup Document ..................................................................................................................8

D.1) Sign in & To-Do-List......................................................................................................................................8

D.2) Open Document ..........................................................................................................................................8
D.3) Two Options to Open the Document ...........................................................................................................8
D.4) Viewing Existing Markups/Comments .........................................................................................................9
D.5) Creating Markups/Comments ...................................................................................................................10
D.6) Saving Markups/Comments ......................................................................................................................11
D.7) Complete the Review Workflow ................................................................................................................11
(E)

Consolidating Comments/Markups............................................................................................................12

E.1) Sign in P-EDMS and To-Do-List...................................................................................................................12

E.2) Open Document .......................................................................................................................................12
E.3) Consolidate All Comments.........................................................................................................................12
E.4) Editing / Removing / Adding (to) Consolidated Comments/Markup ...........................................................14
E.5) Completing workflow ................................................................................................................................15
(F)

Take over consolidated markup ownership................................................................................................17

(G)

Approving Documents ...............................................................................................................................18

G.1) Sign in P-EDMS and To-Do-List ..................................................................................................................18

G.2) Reviewing / Adding (to) Consolidated Comments/Markup ........................................................................18
G.3) Completing Workflow ...............................................................................................................................19
(H)

Search Functions .......................................................................................................................................19

H.1) High level FIND .......................................................................................................................................19

H.2) Advanced Search .......................................................................................................................................20
H.3) Query Search .............................................................................................................................................21
(I)

Tips on Markups - Do's and Don'ts.................................................................................................................22

(J)

Useful Tips ....................................................................................................................................................30

J.1) Create Rule in Outlook to segregate P-EDMS email ....................................................................................30

Rev 5.8 (30 January 2013)

Inquiry: p.edmssupport@petronas.com.my

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